HIG
DFSD

Heritage Investment Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Heritage Investment Group’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.37M Buy
196,249
+14,905
+8% +$714K 1.26% 18
2026
Q1 		$8.68M Buy
181,344
+5,198
+3% +$250K 1.31% 17
2025
Q4 		$8.45M Buy
176,146
+19,094
+12% +$920K 1.29% 16
2025
Q3 		$7.57M Buy
157,052
+13,382
+9% +$644K 1.21% 17
2025
Q2 		$6.9M Buy
143,670
+2,533
+2% +$121K 1.19% 17
2025
Q1 		$6.71M Buy
141,137
+42
+0% +$1.98K 1.26% 15
2024
Q4 		$6.61M Buy
141,095
+9,739
+7% +$461K 1.23% 15
2024
Q3 		$6.27M Buy
131,356
+8,697
+7% +$413K 1.19% 15
2024
Q2 		$5.76M Buy
122,659
+6,376
+5% +$299K 1.19% 15
2024
Q1 		$5.47M Buy
116,283
+5,870
+5% +$276K 1.13% 15
2023
Q4 		$5.19M Buy
110,413
+5,225
+5% +$243K 1.16% 14
2023
Q3 		$4.88M Buy
+105,188
New +$4.89M 1.33% 13

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Investment Group's DFSD Position: Q2 2026 in Review

Heritage Investment Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.2% in Q2 2026, buying an estimated $714K and bringing the position to 196,249 shares worth $9.37M. The position accounts for 1.26% of the portfolio, ranked #18.

Heritage Investment Group first reported a position in DFSD in Q3 2023 and has held it in 12 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Heritage Investment Group held 196,249 shares of Dimensional Short-Duration Fixed Income ETF worth $9.37M as of Q2 2026.
  • Heritage Investment Group bought 14,905 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $714K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.26% of Heritage Investment Group's portfolio in Q2 2026, its #18 holding.
  • Heritage Investment Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.